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Date: 15 May
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Bristol, Avon
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£30,000 - £60,000 per annum, OTE
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1 application
Job Title: Financial Planner Location: Regional Salary: £Self employed Job Description To develop and manage a client bank, build long term relationships with clients centred on the principles of 'lifestyle' fina...
A highly successful firm of advisors with advisors based across the South West are looking for an ambitious and driven individual to join their team. With an excellent post RDR business model this is an exciting opportunity for a highly qualified advisor with a proven track record to build a successful career within a highly reputable firm with the opportunity to become a share holder in the business. Key responsibilities <...
Position: Paraplanner Location: South Devon Basic salary: up to £35,000 Our client is a RDR ready IFA Management practice that are currently enjoying significant business growth. They are now looking for an experienced Paraplanner who is looking to develop their career <br /...
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Date: 5 days ago
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Bristol, Avon
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£20,000 - £25,000 per annum
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18 applications
Research Analyst Location: Bristol Salary: £20,000 - £25,000 Highly Analytical candidate with strong knowledge of Pensions and Investments needed to develop a career within Financial Adviser support in an established IFA practice. Our client will currently consider candidates on a part time or full time basis. Duties & Responsibilities: Manage multiple research projects simultane...
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Date: 18 May
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Bristol, Avon
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£18,000 - £21,000 per annum
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44 applications
Trainee Research Analyst Location: Bristol Salary: £18,000 - £21,000 Highly Analytical Graduate needed to develop a career within Financial Adviser support in an established IFA practice. Our client will currently consider candidates on a part time or full time basis. Duties and Responsibilities: To conduct Research on behalf of one of the Directors The research will revolve around ei...
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Date: 6 days ago
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Bath, Somerset
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£20,000 - £25,000 per annum
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3 applications
Role: Technical Administrator Location: Bath Salary: £20,000 - £25,000 doe We have pleasure in sourcing a Technical Administrator for our client, a Chartered Financial Planner based in the Roman City of Bath. You will provide support for the Consultants across a broad range of Financial Products including Pensions, Investments and Protect...
A superb opportunity to join an RDR ready IFA in an administrative capacity. The right candidate will have experience of working within this environment and will have made a start towards their Financial Services qualifications. This is a unique opportunity to develop yourself within the industry Duties and Responsibilities: The main duty will be to support the fee earners in this practice Performing Valuations<br...
A leading IFA firm with offices across the South West is looking for an Advisor to join them on an employed basis providing life based holistic financial advice to clients. This is an excellent opportunity to provide your clients with a first class level of service from a firm with an excellent reputation whilst suplementing your client bank with leads generated within the company. Key responsibilties Developing a cli...
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Date: 6 days ago
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Bristol, Avon
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£22,000 - £28,000 per annum, pro-rata
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1 application
A small IFA firm with prominent offices is looking for an experienced Paraplanner to join their busy office providing support to 3 Financial Advisors. As this is a small firm there is scope for progression with the opportunity to make this role your own and develop it as you see fit. Key responsibilities Attending client meetings and writing up minutes Carrying out research and working with the adviser to formulate reco...
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Date: 6 days ago
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Bristol, Avon
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£22,000 - £28,000 per annum
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0 applications
A small IFA firm with prominent offices is looking for an experienced Paraplanner to join their busy office providing support to 3 Financial Advisors. As this is a small firm there is scope for progression with the opportunity to make this role your own and develop it as you see fit. Key responsibilities Attending client meetings and writing up minutes Carrying out research and working with the adviser to formulate reco...
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Date: 6 days ago
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Bristol, Avon
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£22,000 - £28,000 per annum, pro-rata
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1 application
A small IFA firm with prominent offices is looking for an experienced Paraplanner to join their busy office providing support to 3 Financial Advisors. As this is a small firm there is scope for progression with the opportunity to make this role your own and develop it as you see fit. Key responsibilities Attending client meetings and writing up minutes Carrying out research and working with the adviser to formulate rec...
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Date: 6 days ago
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Bristol, Avon
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£22,000 - £28,000 per annum
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0 applications
Paraplanner Bristol £20,000 - £28,000 A small IFA firm with prominent offices is looking for an experienced Paraplanner to join their busy office providing support to 3 Financial Advisors. As this is a small firm there is scope for progression with the opportunity to make this role your own and develop it as you see fit. Key responsibilities Attending client meetings and writing up minutes ...
Financial Advisor Location: Bournemouth Salary: £40,000 + bonuses + benefits Here lies an exciting opportunity to work within a successful IFA practice in Bournemouth. All back office support is provided by this RDR compliant firm allowing you to get out and give quality advice to both your private and corporate clients. Job description Based at the company's pl...
Independent Financial Advisor Location: Wiltshire Salary: £20,000 - £35,000 + bonuses Here lies an exciting opportunity to work within a successful IFA practice in Wiltshire. All back office support is provided by this RDR compliant firm allowing you to get out and give quality advice to both your private and corporate clients Job description Based a...
Account Executive (Pensions) Location: Wiltshire Salary: £16,000 - £18,000 Brief Summary Our client is looking for professional Account Executives responsible for building and maintaining relationships with IFA's and clients. Here lies a challenging and exciting opportunity with one of the UK's largest Financial Services organisations within their Operations Department. Working within a ...
Sales Support / Administrator Location: Cheltenham Salary: £18,000 - £20,000 An RDR Ready national Investment Banking organisation are seeking an Administrator to join their growing branch in the South West to provide efficient administration to the Financial Planning Manager and the team Duties: To ensure all daily and non-daily tasks are complete...
Financial Services Administrator Location: Taunton Salary: £16,000 - £20,000 This is an excellent opportunity to join a company in the financial services industry. Their client base focuses around looking after private clients and the directors of SME's. Fully RDR ready with a fee structure in place, this company brings a refreshing approach to advising upon and dealing with its clients assets <br /...
IFA Leeds £35,000 DOE + benefits A leading Financial Advice and Investment firm based in Leeds is looking for an experienced IFA to join them on an employed basis. Specialising in whole of market advice to private and corporate clients they pride themselves on offering tailored advice according to the customers needs. You will be joining a company that prides it self on maintain a strong existing base of clien...
A leading firm of Fund Managers with offices nationwide is looking for an experienced Investment Manager to set up their compliance function within the South Wales office. This an exciting opportunity for a PCIAM qualified individual to use their expertise to develop and take ownership for the compliance process whilst continuing to manage clients' portfolios. Key responsibilities Creating and embedding the comp...
A leading firm of Fund Managers with offices nationwide is looking for an experienced Investment Manager to set up their compliance function within the South Wales office. This an exciting opportunity for a PCIAM qualified individual to use their expertise to develop and take ownership for the compliance process whilst continuing to manage clients' portfolios. Key responsibilities Creating and embedding the comp...
An excellent opportunity for an experienced Paraplanner to join a highly reputable firm of IFAs based in Solihull. With stunning offices just off the motorway, free parking and flexible working hours this is the perfect opportunity for someone who is looking for a long term career where they can make the role their own. Key responsibilities Updating Prestwood / Truth database with client details Writing suitability rep...
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Date: 10 May
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Bristol, Avon
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£22,000 - £30,000 per annum, OTE
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2 applications
An exciting opportunity for a IFA to join a well established Financial Services company with a national presence. Leads will be provided as will complete Administration / Paraplanning support, an opportunity to expand your client bank and reap the rewards. Key Responsibilities Conversion of generated leads and personal leads, orphan clients and referrals Providing compliant sales service Management of client ...
An exciting opportunity for a IFA to join a well established Financial Services company with a national presence. Leads will be provided as will complete Administration / Paraplanning support, an opportunity to expand your client bank and reap the rewards. Key Responsibilities Conversion of generated leads and personal leads, orphan clients and referrals Providing compliant sales service Management of client ...
An exciting opportunity for a IFA to join a well established Financial Services company with a national presence. Leads will be provided as will complete Administration / Paraplanning support, an opportunity to expand your client bank and reap the rewards. Key Responsibilities Conversion of generated leads and personal leads, orphan clients and referrals Providing compliant sales service Management of client ...
A national company underpinned with strong ethical standards is looking to recruit an experienced Financial Advisor in their Leicester office. Responsibilities Provide expert, independent advice to clients Maintain excellent client relationships with existing clients whilst building in new business opportunities Achieve new business sales targets as agreed with the Sales Manager Develop professional int...
